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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $60,442+12.4% | $96,754-29.8% | $87,485-22.3% |
| Participation rate | 17.9% | 58.7%-40.8pp | 70.3%-52.3pp | 68.9%-51.0pp |
| Annual return | 16.44% | 21.97%-5.5pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $547 | $1,691-67.7% | $2,679-79.6% | $2,596-78.9% |
| Participant deferral / active EE | $1,254 | $3,280-61.8% | $4,758-73.6% | $4,274-70.7% |
| Admin fee / account holder | $4,039 | $5,069-20.3% | $8,905-54.6% | $7,775-48.1% |